F. H. Black & Company Incorporated

• Build and manage a robust prospecting pipeline using Sales CRM Tool, ensuring timely follow-ups and engagement. • Understand client needs and industry trends to qualify prospects using the BANT framework. • Identify and qualify prospects through research, networking, and lead generation activities. • Collaborate with Marketing, Sales, Product Development, and FHB Partners to develop and manage outbound marketing campaigns (e.g., Drip, Cold Calling, Webinars, Trade Shows, etc.). • Support content development and message creation. • Provide support for Client Success Managers and identify relevant RFP opportunities for pursuit. • Maintain accurate records in Salesforce and leverage tools like LinkedIn and GovSpend. • Provide forecast information and work with the management team to ensure that business opportunities meet financial criteria. • Track and analyze performance metrics (e.g., sales targets, conversion rates, pipeline activity) to inform strategies and report to leadership. • Stay informed on industry trends, competitors, and product developments to guide sales and marketing efforts. • Such other duties as may be assigned from time to time at the discretion of FHB.

• Creates project documents and templates for client projects. • Document review & examples prep (structure, data, formats). • Spreadsheets – complex formulas, linking and data validation. • Create and link cashflow worksheets. • FHB branding consistency check. • Adjusting journal entries. • Reconciliation. • Complete all tasks within a client engagement with laser focus for accuracy and completeness in preparation for internal review. • Effective time management with the ability to prioritize multiple projects and deadlines in an organized manner. • Exemplary data analytical skills with high attention to detail and ability to share this knowledge to other team members. • Such other duties as may be assigned from time to time at the discretion of FHB.

• Provide high-level administrative and coordination support to Solution Advisors and Client Service Managers, including calendar management, meeting coordination, and follow-ups. • Manage sales and marketing calendars, assets, and documentation to ensure organization, accessibility, and version control. • Administer and optimize CRM systems, including data integrity, workflow management, reporting, and campaign list development. • Plan and execute conferences and events, including research, logistics, travel coordination, booth execution, and post-event follow-up. • Conduct market, territory, and competitive research to inform sales strategies, outreach, and campaign development. • Coordinate with internal and external stakeholders to support projects, events, and business development initiatives. • Maintain confidentiality while contributing to efficient team operations and continuous process improvement.

• Creates project documents and templates for client projects. • Document review & examples prep (structure, data, formats). • Spreadsheets – complex formulas, linking and data validation. • Create and link cashflow worksheets. • FHB branding consistency check. • Adjusting journal entries. • Reconciliation. • Complete all tasks within a client engagement with laser focus for accuracy and completeness in preparation for internal review. • Effective time management with the ability to prioritize multiple projects and deadlines in an organized manner. • Exemplary data analytical skills with high attention to detail and ability to share this knowledge to other team members. • Such other duties as may be assigned from time to time at the discretion of FHB.

• As a principal consultant, you will work on a team to improve our client's finance and budget office business processes. • Implementation and support respecting industry-leading tools from CaseWare, Workiva, IGM, Blackline & BalancingAct • Development and delivery of standard and customized training • Diverse, ongoing consulting services